Exception Tracking Spreadsheet (TicklerTrax™)
Downloaded by more than 1,000 bankers. Free Excel spreadsheet to help you track missing and expiring documents for credit and loans, deposits, trusts, and more. Visualize your exception data in interactive charts and graphs. Provided by bank technology vendor, AccuSystems. Download TicklerTrax for free.
NCUA MDI mentoring grant round to reopen
Federally insured credit unions with both the minority depository institution and low-income designations are eligible to apply for the National Credit Union Administration’s MDI mentoring grants between October 11 and October 29. This grant round will provide approximately $100,000 to low-income credit unions with the MDI designation to support mentoring relationships that allow larger, experienced credit unions the opportunity to provide guidance to other MDIs.
- NCUA press release, with grant application requirements